The Monthly Rundown – September 2018



We are in interesting times right now. We are 10 years removed from the largest bankruptcy in US history the $600,000,000,000 Lehman Brothers collapse. We are on the verge of a potential trade war with China, November elections, and an increasingly flattening yield curve. The latter may seem like a complex and complicated topic but I break it down in the “The Mighty Yield Curve” below.


Monthly Economic Update
This information has been designed to give you an idea of my short term market view. I also wrote a important piece on the yield curve and its potential effect on your portfolio. That can be seen on my blog by clicking “The Mighty Yield Curve” below.

Industry Article
Lehman Brothers Collapse and How It’s Changed the Economy Today. This is a great article depicting the largest bankruptcy in U.S. history

Lockwood Financial Strategies – Can’t Miss Events – Registration Extended
Saturday, September 29th 7:30 PM
Henry Rollins Travling Slideshow
(Hoyt Sherman Place)
Rollins encountered, every shot a punchline he could barely contain. The stories bounced around between funny and gut-wrenching reality that kept the seated audience on their toes.
The shots generally depicted people he met, places with a past, yet very few landscapes, the general zenith to photographic achievement: “I don’t like taking landscape shots,” Rollins said, “landscape shots don’t hit back, there’s no people behind it.”
RSVP by Sept 22nd: Click to Register
Password: photo

Fantastic Fall Recipe
Hawaiian BBQ Chicken Pizza
  • 1 cup shredded Chicken
  • 1 cup Barbecue Sauce
  • 4 naan
  • 1 cup canned pineapple chunks
  • 1 cup thinly sliced red onion
  • 1 cup shredded Colby-Jack cheese
  • Fresh Cilantro for garnish
  • Green onion for garnish
1. Spread 1⁄4 cup Barbecue Sauce over one naan. Top evenly with 1⁄4 cup shredded chicken, 1⁄4 cup canned pineapple chunks, 1⁄4 cup thinly sliced red onion, and 1⁄4 cup shredded Colby-Jack cheese. Repeat with 3 more naan.
2. Bake in preheated 450F oven for 8 to 10 minutes or until cheese melts. Garnish with fresh cilantro and green onion.


Monthly Video for Introspection 

With our client event this month being Henry Rollins I thought it was appropriate to give a video of Henry Rollins: The one decision that change my life forever

Philip Lockwood | Founder + Managing Partner

Address:3100 Ingersoll Ave. Des Moines, IA 50312

Phone: 515-274-8006

Fax: 515-274-8033


Website: Lockwood Financial Strategies


Securities offered through Parkland Securities, LLC, member FINRA ( and SIPC ( Investment Advisory services offered through SPC, a Registered Investment Advisor. Lockwood Financial Strategies, LLC is independent of Parkland Securities, LLC and SPC